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Title 8: Medicaid Page 22 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Attribution of Resources Revised July 10, 2026 Processing a Medicaid Application After… In some cases, the transfer of resources may cause Medicaid ineligibility for the community spouse. After the transfer has been made, examine the effect of the transfer on the community spouse’s Medicaid eligibility.

Mr. and Mrs. K are eligible for non-MAGI-related 503 program at home. Mrs. K enters a nursing facility in January. All $2,900 of their resources are attributed to Mr. K, who actually owns them. Mr. K is ineligible for the 503 program if he retains the $2,900 resources. However, he is eligible for the Medically Needy program. Summary Examples

1. When Mr. R enters a nursing facility, Mrs. R files form 470-2577, Resources Upon Entering a Medical Facility. The Rs list resources of a farm that includes their homestead, $4,000 in bonds, $20,000 in stock, two cars, and $6,000 in a checking account. Completing the Attribution The following items are used to complete the attribution: $ 4,000

20,000

4,500 + 6,000 $ 34,500 Bonds Stocks One car Checking account Total resources The worker divides $34,500 by 2, which equals $17,250. Because this is less than $32,532, the amount attributed to Mrs. R (the community spouse) is $32,532. The remaining amount of $1,968 is attributed to Mr. R. Appealing an Attribution After the attribution is complete, Mrs. R files an appeal to set aside additional resources that would generate income equal to the difference between the couple’s available income and the MMMNA. The deficit in income is $1,622. The cost of an annuity to generate $1,622 per month is $103,119. Because $103,119 is more than the $32,532 attributed to Mrs. R, the attribution will be modified to substitute $103,119 for the $32,532 previously attributed to Mrs. R. No resources are attributed to Mr. R.